Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in the San Rafael office.

Bill has over 20 years of corporate development, management, and marketing experience across several high-technology industries. As a founder of a successful software and consulting business and an experienced real estate investor, he understands the unique personal challenges of business ownership. He has engineering and business management degrees and is dedicated to serving clients in the areas of financial and retirement planning, with an emphasis on risk management and sustainability.

Bill has taught children about economics and finance at Junior Achievement of Northern California. He has also participated in Pro Bono Days, which provides the general public with access to financial professionals.

Bill believes that “With good financial education and consistent planning, we can live our best lives.”

Previous Experience

  • Financial Advisor and Principal at Private Ocean Wealth Management
  • Founder at Vibato, LLC

Education & Credentials

  • Certified Financial Planner
  • Certified Exit Planning Advisor (CEPA®)
  • MBA, University of California Berkeley – Haas School of Business
  • BS, DeVry Institute of Technology, Electrical Engineering
  • Current Board Member for the Haas Alumni Association
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.